JOIN THE REAL WEALTH® ADVISOR SYMPOSIUM
An action-packed, educational, inspirational and motivational event for America’s comprehensive financial professionals.
DATES TO BE DETERMINED IN 2022 | Madison, WI
Check out the 2019 Recap Video!
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What to Expect
Advisors are always looking for 2 things: leads and sales ideas.
The Real Wealth® Advisor Symposium has an industry-all-star lineup of experts to show you how it’s done.
Need More Clients? Change Your Words and Change Your Life!
Prospects — most advisors, regardless of their experience, struggle with finding them throughout their career. Join Simon Singer, past president and CEO of the Forum 400, a major producer in our industry and nationally lauded communications expert, as he shares his more than 50 years of experience motivating people into action. Convert more prospects into clients by learning which questions to ask, and which statements motivate and disturb prospects. Don’t miss this presentation from a No. 1 speaker at the InsMark Symposium and Laureate Program of the Southern California Institute.
GET MORE APPOINTMENTS
Van will show you how to use today’s headlines to get more people interested in speaking with you. He won’t stop there – he’s going to give you the authority and the confidence to actually get that appointment scheduled with your brand new client. You’ll leave this session invigorated!
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Featured Speakers - Please note! Since this event has been rescheduled, our speaker lineup is subject to change.
Harlan Accola, CRMP
Certified Reverse Mortgage Planner
Home Equity and Reverse Mortgages: The Cinderella of the Baby Boomer Retirement
Van Mueller, LUTCF
28x MDRT Top of the Table Advisor
The Right Questions to Ask to Leverage Today's Biggest Opportunity
Jim Silbernagel, CFP®, LUTCF
Host of RealWealth® and Power Session LIVE
The Hidden Opportunities of Alternative Investments
Simon Singer
Need More Clients? Change Your Words and Change Your Life!
John W. Wheeler, Jr. CFP®, CLU®, ChFC®, CRPC®, LUTCF
Life Insurance as an Asset Class
Dr. Kerry Johnson
Marketing to the Affluent: How to Find Them and How to Sell to Them
Eszylfie Taylor
Failure is not an Option
Robin Edgar
The Buyology of the Sale
Sam Richter
Search for Sales, Win the Business
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Event Location
Event Venue:
Fairway Independent Mortgage Headquarters – brand spankin new building!
4750 S Biltmore Lane
Madison, WI 53718
Hotel:
The Holiday Inn Madison at The American Center
5109 W Terrace Dr
Madison, WI 53718
(608) 249-4220
Your hotel is included in your registration. We will book for you automatically upon registration, and you will receive confirmation. At that point, you can edit your preferences, extend your reservation, etc.
Parking:
There is free parking both at the hotel and the Fairway venue. Shuttles will be running between hotel and venue regularly during listed hours in schedule. They are about a 12-minute walk apart.
Flight:
Nearest airports:
– Madison Dane County Regional Airport, a 12 minute drive to venue.
– Milwaukee General Mitchell airport, a 1 hour 15 minute drive to venue.
– Chicago O’Hare international airport, a 2 hour drive to venue.
Attendees will have access to a ride share doc to allow you to connect with other advisors to arrange car pools – a great way to get to know your fellow colleagues!